Account Sale Invoice
Parts > Sales > Invoice
Use the CRM search to select a customer.
If the customer selected has an account linked to them within CRM, this will be automatically loaded into the invoice screen.
Alternatively this can be added or amended by inputting the account code into the Account Number box. After inputting the code or partial code and pressing enter on the keyboard the account search box is presented.
Select the account by double clicking the search result. The following window will now be displayed.
Once a sales ledger code has been added to the invoice screen, the parts prices shown could include discounts, if the code has been added into the sales discount table parameters.
Enter a part number into the part number field and press enter, the part information is displayed.
For parts that need to be created please see Create/Amend.
Along with the part number, the Description, Bin Location 1, Sales Discount, Availability, Retail Price, Discount % and issue price are displayed.
Discount values will automatically populate from the sales table in parameters, if the sales ledger code being used is within a table.
The Discount (%) and Issue Price fields can be amended at this stage. If a new percentage value is entered the issue price is automatically recalculated. Alternatively the issue price can be over keyed.
**This is subject to a users access levels and the parameter set-up for your system. These are set within Parts > Parameters > Department Details > Parts Maintenance.**
Pressing ‘Accept’ will add the part to the parts list in the lower half of the screen where more parts can then be added.
To amend a part on the list double clicking the part will move it back into the parts information area of the screen where amendment can be made.
After the quantity, discount value or issue price has been amended, the parts list needs to be updated by pressing ‘Accept’.
After all parts required have been added to the parts list the ‘Invoice’ button can be pressed, the invoice totals window will then be displayed.
From within this window the Carriage and Postage & Packing charges can be applied to the Invoice Total.
Pressing ‘Amend’ will allow amounts to be entered.
With the values added, selecting ‘OK’ will recalculate the Invoice Total.
After adding the additional charges the ‘Invoice’ button can be selected.
If the default printer parameter is on, the invoice will automatically be sent to the default printer on the PC being used, if not the printer must then be selected.